Childress Capital Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Childress Capital Advisors’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$230K	Buy	2,851 +3	+0.1%	+$233	0.04%	339
2026 Q1	$204K	Buy	+2,848	New	+$212K	0.04%	357
2024 Q4	–	Sell	-4,964	Closed	-$328K	–	238
2024 Q3	$328K	Hold	4,964	–	–	0.09%	160
2024 Q2	$301K	Sell	4,964 -48	-1%	-$2.92K	0.08%	154
2024 Q1	$313K	Buy	+5,012	New	+$296K	0.09%	143
2022 Q1	–	Sell	-41,780	Closed	-$2.66M	–	195
2021 Q4	$2.66M	Buy	+41,780	New	+$2.62M	1.1%	17
2021 Q2	–	Sell	-11,096	Closed	-$614K	–	177
2021 Q1	$614K	Buy	+11,096	New	+$602K	0.28%	66

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Childress Capital Advisors's VO Position: Q2 2026 in Review

Childress Capital Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.11% in Q2 2026, buying an estimated $233 and bringing the position to 2,851 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #339.

Childress Capital Advisors first reported a position in VO in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.66M in Q4 2021. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Childress Capital Advisors held 2,851 shares of Vanguard Morningstar Mid-Cap ETF worth $230K as of Q2 2026.
Childress Capital Advisors bought 3 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $233.
Vanguard Morningstar Mid-Cap ETF made up 0.04% of Childress Capital Advisors's portfolio in Q2 2026, its #339 holding.
Childress Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2021 and has held it in 7 quarters since.
Childress Capital Advisors's Vanguard Morningstar Mid-Cap ETF position peaked at $2.66M in Q4 2021.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Childress Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.